John Deliso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory duties, Deliso serves as a trustee and board member for the Bayshore Medical Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm utilizes various advisory models and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Anthony Girgis is a financial advisor with Equitable Advisors in Toms River, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory work, he volunteers as a substitute lunch aid at Westminster Nursery School and serves as co-trustee of family trusts. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, providing services that include ERISA fiduciary offerings and a range of investment products without relying on proprietary wrap fee programs.

Lindsay Cusick is a financial advisor at Equitable Advisors with a Series 66 designation and 15 years of industry experience. She has worked at Equitable Advisors and its predecessor, AxA Advisors, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

John Lynde is a financial advisor at Cetera with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and operating the Wealth Insight Group, a financial services business he founded in 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Asgher Ali is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citibank, Universal Protection Services LLC, and Cell Tell Wireless. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Robin Deflice is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He founded Deflice Financial Group in 2002 and previously worked at Cadaret, Grant & Co., Inc. from 2001 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

Stephen Kroll is a financial advisor at Wells Fargo Clearing with 22 years of industry experience and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Marilyn Pozzuto is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and personalized investment strategies. She focuses on building long-lasting relationships to help clients pursue their financial goals. Her professional experience includes roles as a Financial Advisor at Merrill Lynch from 2017 to 2022 and as a Wealth Strategy Associate at UBS Financial Services from 2011 to 2017. Throughout her career, she has drawn on both professional and personal experiences to provide thoughtful guidance to clients.

Christopher Armstrong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, and National Asset Management before joining Cetera in 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and supervisory structures.

Conor Egan is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 19 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company. He serves as a partner in Egan Lynch Financial Group, LLC, and is a director of the non-profit organization People's Pantry Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment programs, including recently introduced standalone Divorce Planning services and event-driven planning for estates and employer-sponsored benefits.

Jonathan Panigel is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, personal retirement planning, and portfolio management services. He has a longstanding passion for investing and wealth planning that dates back to high school and is dedicated to helping clients achieve their financial goals. Jonathan holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Yeshiva Mayen Hatalmud. Since joining Merrill Lynch, he has developed close relationships with his clients, focusing on guiding them to live their best possible financial lives. Outside of his professional work, Jonathan enjoys a variety of personal interests including baseball, basketball, football, ice hockey, music, running, softball, traveling, and spending time with his family.

Richard Vergona is a financial advisor with Raymond James Financial in Shrewsbury, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James in 2019. Outside of his advisory role, he is an employee at The Cutrupi Group LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Buckley is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he teaches an "Investing for Beginners" adult education course through the Public Schools of Edison Township. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of financial advising, he owns and operates Expressive Image Photography, a business active since 1992. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments, with a focus on fiduciary services for qualified plans.

Patrick Connelly is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, previously working at MetLife Securities from 2009 to 2017. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, annual planning engagements that utilize firm-approved analytical tools.

Christopher Carbone is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Merrill since 2014 and at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tara Hoff is a Series 66-licensed financial advisor with five years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Merrill, Gilbane Building Company, and Rutgers Business School. Prior to her advisory career, she spent eight years in education across elementary, middle, and high school levels. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Jay Gilston is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes roles at firms such as Mass Mutual, Ameriprise, and CUNA Brokerage Services. Outside of his advisory work, he is also involved in fixed insurance sales and life settlement services. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual investors, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management options and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Mario Paniscotti is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at National Planning Corporation, Cetera Advisors LLC, and Citigroup Global Markets. He is also involved with BKE Wealth Management, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, leveraging a large network of advisors and a variety of investment strategies and technological tools.

Heather Meade is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves on the board of Big Brothers Big Sisters of Monmouth & Middlesex Counties, where she supports mentorship programs and assists with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including financial planning, portfolio management, and capital markets solutions.